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JPMorgan Climate Change Solutions A - Managed Fund

Fund Objective
The Fund aims to achieve its objective by investing primarily in companies globally, including in emerging markets, that have been identified by the Delegated Manager, at the time of purchase, as well positioned to develop solutions to address climate change, by being significantly engaged in developing such solutions.
Fund Strategy
The Fund aims to achieve its objective by investing primarily in companies globally, including in emerging markets, that have been identified by the Delegated Manager, at the time of purchase, as well positioned to develop solutions to address climate change, by being significantly engaged in developing such solutions.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 3.28% 1.42% 4.91% 12.85% 16.73% 12.92% -% -%
Growth return 4.61% 6.39% 11.03% 22.87% 14.88% 13.45% -% -%
Income return -1.33% -4.97% -6.12% -10.02% 1.85% -0.53% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return -0.9% 2.55% 8.85% 12.53% 21.5% 22.08% 15.57% 13.23%
As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

JPMorgan Climate Change Solutions A
Australian Equities
1.71%
International Equities
97.26%
Cash
1.03%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
7.77%
International Equities
90.04%
Cash
1.67%
Property & Infrastructure
0.24%
Fixed Interest
-0.01%
Alternatives
0.29%

General Information

Fund Details
Type Description
JPMorgan Climate Change Solutions A
JPMorgan Asset Management (AUS) Ltd
PER6330AU
Equity World Large Blend
starstar (as at 31 Jan 2026)
Investment Fund
28 Nov 2022
$2497614 million (as at 30 Jan 2026)
$1.4656 (as at 12 Feb 2026)
$1.465 (as at 12 Feb 2026)
Open
Offer information
Type Description
MER 0.55% (as at 18 Dec 2025)
Indirect Cost Ratio (ICR) 0.55% (as at 30 Jun 2024)
Minimum initial investment $25,000
Minimum additional investments $5,000.00

Top 10 holdings (as at 31 Dec 2025)

Holding (as at 31 Dec 2025) Type % of Portfolio
JPM Climate Change Solu Act ETF USD Acc Mutual Fund - ETF 99.70%
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FAQs about the JPMorgan Climate Change Solutions A

The objective of the JPMorgan Climate Change Solutions A managed fund is The Fund aims to achieve its objective by investing primarily in companies globally, including in emerging markets, that have been identified by the Delegated Manager, at the time of purchase, as well positioned to develop solutions to address climate change, by being significantly engaged in developing such solutions.

The strategy of the JPMorgan Climate Change Solutions A managed fund is The Fund aims to achieve its objective by investing primarily in companies globally, including in emerging markets, that have been identified by the Delegated Manager, at the time of purchase, as well positioned to develop solutions to address climate change, by being significantly engaged in developing such solutions.

The APIR code of the JPMorgan Climate Change Solutions A managed fund is PER6330AU.

JPMorgan Climate Change Solutions A’s total return last month was 3.28%. This was made up of a growth return of 4.61% and an income return of -1.33%. These returns were calculated as at 31 Jan 2026.

JPMorgan Climate Change Solutions A’s total return for the last three months was 1.42%. This was made up of a growth return of 6.39% and an income return of -4.97%%. These returns were calculated as at 31 Jan 2026.

JPMorgan Climate Change Solutions A’s one-year total return is 12.85%. This was made up of a growth return of 22.87% and an income return of -10.02%. These returns were calculated as at 31 Jan 2026.

JPMorgan Climate Change Solutions A’s one-year total return is 12.92%. This was made up of a growth return of 13.45% and an income return of -0.53%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the JPMorgan Climate Change Solutions A managed fund is :

Australian Equities
1.71%
International Equities
97.26%
Cash
1.03%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the JPMorgan Climate Change Solutions A managed fund is JPMorgan Asset Management (AUS) Ltd.

The JPMorgan Climate Change Solutions A managed fund belongs to the Equity World Large Blend sector/asset class.

As at 30 Jan 2026, the size of the JPMorgan Climate Change Solutions A managed fund was $2497614 million.

The JPMorgan Climate Change Solutions A managed fund has an inception date of 28 Nov 2022.

The current entry price of the JPMorgan Climate Change Solutions A managed fund is $1.4656 per unit and the current exit price is $1.465 per unit (as at 12 Feb 2026).

The current exit price of the JPMorgan Climate Change Solutions A managed fund is $1.465 per unit and the current entry price is $1.4656 per unit (as at 12 Feb 2026).

The minimum initial investment amount for the JPMorgan Climate Change Solutions A managed fund is $25,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.